Paraplanner Wanted

My client is a highly respectable IFA firm with a holistic approach to advising their clients. The company has a number of chartered financial planners who advise across Pensions, Investments, ISAs, Bonds, Protection, Life Assurance, Mortgages and IHT. Based in the heart of Brierley Hill, they are seeking a Trainee Paraplanner or even an experienced Paraplanner. If required, there will be efficient training on hand for areas you are unsure of.

• Previous experience within an IFA firm in a similar capacity• Confident writing suitability letters• Able to work to tight deadlines• Experienced dealing with multiple providers• If you have conducted adhoc research and fund analysis, this is beneficial

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are experienced in the field of Paraplanning?

YesNo

Are you working towards the Level 4 Diploma?

YesNo

Please answer all of the application questions.

Reference: 34627749

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